Exencial Wealth Advisors’s Expeditors International EXPD Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q3 | – | Sell |
-19,701
| Closed | -$2.49M | – | 362 |
|
|
2021
Q2 | $2.49M | Buy |
+19,701
| New | +$2.49M | 0.13% | 167 |
|
|
2021
Q1 | – | Sell |
-84,887
| Closed | -$8.07M | – | 428 |
|
|
2020
Q4 | $8.07M | Sell |
84,887
-89,827
| -51% | -$8.54M | 0.55% | 54 |
|
|
2020
Q3 | $15.8M | Buy |
174,714
+94,160
| +117% | +$8.52M | 0.84% | 33 |
|
|
2020
Q2 | $6.13M | Buy |
+80,554
| New | +$6.13M | 0.53% | 55 |
|